PPP is a member of The National
Association of Charitable Gift Planners
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Welcome to the Partnership for Philanthropic Planning of Greater Dayton. Your Miami Valley guide to gift planning standards, best practices, research, mentoring and education to help planned giving professionals to procure better charitable gifts.

Latest News

PPP Rebrand - Changing More than Just a Name- Creating Your Professional Home

The Greater Dayton PPP Chapter lost a wonderful friend recently.  Pete Klosterman devoted over a decade of his life to the endeavors of our local Dayton Council.  It is with great sadness that we say goodbye to our wonderful friend, who passed away, at the age of 65, on July 16th.  To visit the full obituary - http://www.legacy.com/obituaries/tdn-net/obituary.aspx?n=peter-klosterman&pid=180704810&fhid=17943

Visit the ‘Perspectives Blog’ for Resources available to Planned Giving Professionals at https://pppphilanthropy.wordpress.com/

Article - The Perpetual Campaign

Article - Spending Policy Challenges for Not for Profit Organizations - Fifth-Third Bank

Advocacy Update - House Approves H.R. 4719, The America Gives More Act

Press Release - Partnership for Philanthropic Planning Elects 2015 National Board Members

What is Planned Giving and Why Should I Have a Planned Giving Program?

A planned gift is any major gift, made in lifetime or at death as part of a donor’s overall financial and/or estate planning utilized as a method of supporting non-profits, and charities, enables philanthropic individuals, or donors, to make larger gifts than they could make from their income.

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Past Presentations

March 2 Event – Panel Discussion with 5 Local Experts
Five local experts, with specialties in law, finance, taxes and philanthropy, addressed a variety of topics related to taxes, philanthropy, investing and business. The panel included  Karen Crim, CPA,  Senior Manager Tax Services for Nonprofits at RSM US LLP, Dan Johnson, CFP, Vice President, Wealth Management Advisor Merrill Lynch Wealth Management, Lynn Burns, CPA, JD, CFP. Owner, Burns Tax Consulting, LLC, Mike Parks, President, The Dayton Foundation and Sam Warwar, Partner, Coolidge Wall.  (view photos)

Special Needs Planning
On May 12, 2017, Attorney Brittany O’Diam and Doug Jackson, Deputy Director for the Ohio STABLE program, discussed options when it comes to Special Needs Planning, including Special Needs Trusts and ABLE Accounts.

Ohio Legacy Trusts:
Who? Why? When? Where?

On September 24, 2014, Michael Barnes, of the Johnson Trust Company, discussed the game changing legislation of the Ohio Legacy Trust Act of 2013. By passing this law, Ohio became the 14th state, in the US, to allow domestic asset protection trusts and the benefits it will have for the clients of local attorneys, accountants and financial advisers. Michael provided valuable information on who should consider implementing an Ohio Legacy Trust, why these trusts are useful, when they should be used and how they are implemented and administered.

Gift and estate planning techniques for closely held businesses
On September 18, 2015, Marcia Inger Navrátil, from the University of Texas at Austin, made a presentation to the PPP Greater Dayton Council on deepening the understanding of charitable gifting options with closely held business interests.  It will addreed issues of valuation, tax benefits, when such gifts are most advantageous in the life cycle of the business, transfer and charity ownership issues, specific considerations for different types of businesses, and how community foundations can play a role in the transfer process. 
The Power Point is available on the ‘Events’ page of this website.

Upcoming Events
Creative Charitable Planning with Closely-Held Family Businesses: A Case Study Approach
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